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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HILL INVESTMENT GROUP

HILL INVESTMENT GROUP PARTNERS, LLC, CRD 312052

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:54573adf-ccf4-39e9-29f2-a863cc25db15

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 10
On other graphs: 0
Observed: Dec 17, 2020 to Mar 31, 2026
25 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.16 institutional_share=0.01 related_bd=true related_bank=true bd_reps=1.0 bank_owner=false
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $168Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,481
Individual clients: 172
High net worth clients: 208
Custody, client assets: $563M
SEC number: 801-120176
CRD: 312052
Filings on the tape: 25
First filed: Dec 17, 2020
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WALTER CHALMERS REISINGER	n/a	St. Louis, MO	5	25	3	no
MATTHEW AARON HALL	n/a	St. Louis, MO	5	25	2	no
NELL SWANSON SCHIFFER	n/a	St. Louis, MO	5	11	1	no
MATTHEW NIELSEN ZENZ	n/a	New York, NY \| ST. LOUIS, MO	5	11	n/a	no
John Dozier Gardner	n/a	ST. LOUIS, MO	2	13	n/a	no
JONESY NICOLE CHAUVOT	n/a	Austin, TX	2	10	1	no
Nicklaus Parker Ashby	n/a	Brentwood, TN	2	10	n/a	no
Grace Lancaster Kreifels	n/a	Santa Monica, CA	1	12	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOCUS OPERATING, LLC	Member	E	yes	12/2020	Mar 31, 2026	Mar 31, 2026
HALL, MATTHEW, AARON	PRESIDENT AND CEO	Na	yes	12/2020	Mar 31, 2026	Mar 31, 2026
SCHIFFER, NELL, SWANSON	CCO AND ADVISOR	Na	yes	12/2020	Mar 31, 2026	Mar 31, 2026
ZENZ, MATTHEW, NIELSEN	Cio	Na	yes	08/2021	Mar 31, 2026	Mar 31, 2026
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 27, 2023	Nov 20, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 27, 2023	Nov 20, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 27, 2023	Nov 20, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 27, 2023	Nov 20, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 27, 2023	Nov 20, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 27, 2023	Nov 20, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 27, 2023	Nov 20, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 27, 2023	Nov 20, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Dec 17, 2020	Nov 20, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Dec 17, 2020	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brentwood	Tn	United States	2	no
Houston	TX	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.3B	$1.3B	12	8	7	n/a	n/a
2024	Mar 31, 2025	$1.0B	$969M	10	8	6	n/a	n/a
2023	Mar 29, 2024	$971M	$971M	16	12	4	n/a	n/a
2022	Mar 31, 2023	$839M	$825M	16	13	3	n/a	n/a
2021	Mar 29, 2022	$676M	$648M	11	10	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.0B	29.1%	$839M	17.1%	12	10	7	6

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HILL INVESTMENT GROUP	5	Mar 1, 2021	Mar 1, 2021	ST LOUIS, MO	Firm absorbed	RIA to new firm	100.0%

Relationships

Registered with (12)

← Grace Lancaster KreifelsAdvisorregistration: current employment
Sep 20, 2024 to presentfactForm ADV
← Nicklaus Parker AshbyAdvisorregistration: current employment
Jul 17, 2024 to presentfactForm ADV
← JONESY NICOLE CHAUVOTAdvisorregistration: current employment
Mar 29, 2024 to presentfactForm ADV
← John Dozier GardnerAdvisorregistration: current employment
Dec 20, 2023 to presentfactForm ADV
← MATTHEW NIELSEN ZENZAdvisorregistration: current employment
Sep 14, 2021 to presentfactForm ADV
← WALTER CHALMERS REISINGERAdvisorregistration: current employment
Mar 1, 2021 to presentfactForm ADV
← MATTHEW AARON HALLAdvisorregistration: current employment
Mar 1, 2021 to presentfactForm ADV
← NELL SWANSON SCHIFFERAdvisorregistration: current employment
Mar 1, 2021 to presentfactForm ADV
← Matthew G LuzeckyAdvisorregistration: previous registration
Mar 1, 2021 to Jan 2, 2025factForm ADV
← Jacob T BrydelsAdvisorregistration: previous registration
Aug 14, 2023 to Sep 18, 2024factForm ADV
← John ReaganAdvisorregistration: previous registration
Mar 1, 2021 to Mar 29, 2024factForm ADV
← BRITT MEGAN MYSZKAAdvisorregistration: previous registration
Oct 31, 2022 to Jun 29, 2023factForm ADV

Controls (12)

← HALL, MATTHEW, AARONOwnerPRESIDENT AND CEO, ownership code NA, individual
Dec 17, 2020 to Nov 20, 2024factForm ADV
← SCHIFFER, NELL, SWANSONOwnerCCO AND ADVISOR, ownership code NA, individual
Dec 17, 2020 to Nov 20, 2024factForm ADV
← ZENZ, MATTHEW, NIELSENOwnerCIO, ownership code NA, individual
Mar 29, 2024 to Nov 20, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 27, 2023 to Nov 20, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Dec 17, 2020 to Nov 20, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Dec 17, 2020 to Nov 20, 2024factForm ADV

Moved with (1)

← HILL INVESTMENT GROUPRegistered adviser5 advisors, firm absorbed, same day
Mar 1, 2021 to Mar 1, 2021factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Hill Investment Group reported RAUM $1.3B, up 29% from $1.0B (2025-09-08 to 2026-03-31)
Form ADVobserved 3 days ago
$303M
Occurred
Jan 2, 2025
Advisor changed firm
Matthew G Luzecky left Hill Investment Group for Moneta Group Investment Advisors, Llc (registered 2025-01-09)
Form ADVobserved 3 days ago
Occurred
Sep 18, 2024
Advisor changed firm
Jacob T Brydels left Hill Investment Group for Wheelhouse Advisory Group, Llc (registered 2024-10-29)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person joined
Nielsen Matthew Zenz (Cio) appeared on Schedule A of Hill Investment Group
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person left
Patrick John Reagan (Lead Client Service) no longer on Schedule A of Hill Investment Group (listed 2023-09-29, absent 2024-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Advisor changed firm
John Reagan left Hill Investment Group for M Holdings Securities, Inc. (registered 2024-08-19)
Form ADVobserved 3 days ago
Occurred
Aug 12, 2023
Control person left
John Patrick Mcdaniel (Lead Business Development) no longer on Schedule A of Hill Investment Group (listed 2023-03-31, absent 2023-08-12)
Form ADVobserved 3 days ago
Occurred
Jun 29, 2023
Advisor changed firm
Britt Megan Myszka left Hill Investment Group for Envision Financial Planning, Llc (registered 2023-07-28)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2021
Control person joined
John Patrick Mcdaniel (Lead Business Development) appeared on Schedule A of Hill Investment Group
Form ADVobserved 3 days ago
Occurred
Dec 17, 2020
First Form ADV filing
Hill Investment Group filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54573adf-ccf4-39e9-29f2-a863cc25db15
First observed: Dec 17, 2020
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HILL INVESTMENT GROUP

HILL INVESTMENT GROUP PARTNERS, LLC, CRD 312052

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54573adf-ccf4-39e9-29f2-a863cc25db15

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WALTER CHALMERS REISINGER

n/a

St. Louis, MO

MATTHEW AARON HALL

n/a

St. Louis, MO

NELL SWANSON SCHIFFER

n/a

St. Louis, MO

MATTHEW NIELSEN ZENZ

n/a

New York, NY | ST. LOUIS, MO

n/a

John Dozier Gardner

n/a

ST. LOUIS, MO

n/a

JONESY NICOLE CHAUVOT

n/a

Austin, TX

Nicklaus Parker Ashby

n/a

Brentwood, TN

n/a

Grace Lancaster Kreifels

n/a

Santa Monica, CA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOCUS OPERATING, LLC

Member

yes

12/2020

Mar 31, 2026

HALL, MATTHEW, AARON

PRESIDENT AND CEO

yes

12/2020

Mar 31, 2026

SCHIFFER, NELL, SWANSON

CCO AND ADVISOR

yes

12/2020

Mar 31, 2026

ZENZ, MATTHEW, NIELSEN

Cio

yes

08/2021

Mar 31, 2026

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 27, 2023

Nov 20, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 27, 2023

Nov 20, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 27, 2023

Nov 20, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 27, 2023

Nov 20, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 27, 2023

Nov 20, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 27, 2023

Nov 20, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 27, 2023

Nov 20, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 27, 2023

Nov 20, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Dec 17, 2020

Nov 20, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Dec 17, 2020

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Brentwood

United States

Houston

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.3B

n/a

2024

Mar 31, 2025

$1.0B

$969M

n/a

2023

Mar 29, 2024

$971M

n/a

2022

Mar 31, 2023

$839M

$825M

n/a

2021

Mar 29, 2022

$676M

$648M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.0B

29.1%

$839M

17.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HILL INVESTMENT GROUP

Mar 1, 2021

ST LOUIS, MO

Firm absorbed

RIA to new firm

100.0%